Connect Autopilot and LionDesk
Integrate Autopilot with LionDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Autopilot + LionDesk flows
Start from a real workflow other teams are already running.
Choose a trigger
Autopilot
When this happens...
- Request a new Trigger for Autopilot
Choose an action
LionDesk
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Create Client in Autopilot when New Contact in Liondesk
Use this flowAdd Client Address to Autopilot when New Contact in Liondesk
Use this flowCreate Job in Autopilot when New Contact in Liondesk
Use this flowCreate Invoice in Autopilot when New Contact in Liondesk
Use this flowRecord Invoice Payment in Autopilot when New Contact in Liondesk
Use this flowCreate Estimate in Autopilot when New Contact in Liondesk
Use this flowAdd Line Item to Autopilot when New Contact in Liondesk
Use this flowSupported Triggers & Actions
Everything you can automate between Autopilot and LionDesk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your Autopilot integrations.
Create Client
Create a client or lead with contact details, service address and tags.
Add Client Address
Add a service address to a client, optionally as the primary address.
Create Job
Create a job for a client with schedule, crew, line items and discount.
Create Invoice
Create an invoice for a client, optionally from a job, with line items and discount.
Record Invoice Payment
Record a manual payment, such as cash or check, on an invoice.
Create Estimate
Create an estimate for a client with line items, discount, visit schedule and technicians.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Autopilot and LionDesk free
No credit card required. Set up your first workflow in minutes.
About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Autopilot and LionDesk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Autopilot and LionDesk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach LionDesk. No coding required.
Yes. You can set up a workflow where Autopilot triggers actions in LionDesk, and a separate workflow where LionDesk triggers actions in Autopilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Autopilot and LionDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autopilot and LionDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
